Investment jobs in United Kingdom

About The Business – Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. It is one of the UK’s largest wealth management firms, offering discretionary investment management and financial advice to private clients, charities, trustees, and professional partners across the UK, Ireland, Dubai and the Channel Islands. Quilter Plc oversees £119.6 billion in customer investments (as of 31 March 2025) and delivers financial advice, investment platforms, multi‑asset solutions and discretionary fund management.

Level: 4 | Location: London (hybrid) | Department: Technical (Marketing, Proposition & Distribution) | Contract: Permanent | Seniority: Mid‑Senior | Employment type: Full‑time | Job function: Engineering and Information Technology

In this role you will support the front office and external partners with technical knowledge and solutions, influencing financial planning for High Net Worth clients.

• Assist front office with technical queries (excluding direct client interaction).
• Work closely with Proposition and Advice Standards to develop creative solutions that meet target client needs.
• Identify opportunities and risks in legislation, tax planning and regulation related to financial planning for High Net Worth individuals.
• Develop and deliver presentations externally in conjunction or on behalf of the QC Distribution Team and the Head of Technical.
• Collaborate with marketing to create content and thought leadership on technical matters to support new business.
• Partner with others to minimise business risks and maximise planning opportunities, including impacts of tax legislation changes.
• Collaborate with technical experts within QC and across the Quilter Group to maintain message consistency and leverage group resources.
• Travel to regional offices and events as required.

• Professional qualifications – ideally Chartered or equivalent.
• Good financial planning, tax and trust experience in the UK marketplace for High Net Worth clients.
• Strong bias towards retirement planning and understanding of pensions legislation.
• Excellent analytical skills, capable of interpreting and translating complex tax and regulatory legislation.
• Strong presentation and communication skills.

Although not a directly customer‑facing role, your duties will contribute to positive outcomes for customers by ensuring planners, distribution teams and investment managers have timely technical information and guidance that supports long‑term, intergenerational planning appropriate for target market clients.

Information Giver.

We value diversity and promote inclusivity throughout our culture. Every applicant is considered on skills, qualifications, experience and potential, with no preference based on protected characteristics.

• Do the right thing: Act with integrity and serve clients and communities above all.
• Always curious: Seek new ideas and knowledge, experiment, and create innovative solutions.
• Embrace challenge: Drive ambition and growth to transform potential into meaningful outcomes.
• Stronger together: Collaborate, listen, support each other and challenge ideas constructively.

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme: Eligible for all employees.
• Pension Scheme: Non‑contributory company scheme with optional personal contributions.
• Private Medical Insurance: Single cover standard, options to add partner or children.
• Life Assurance: 4× salary.
• Income Protection: 75% of salary (minus state benefits), payable after 26 weeks of absence.
• Healthcare Cash Plan: Available to Jersey employees.
• Flexible benefits for UK employees via salary deduction.

Referrals increase your chances of interviewing at Quilter Cheviot by 2×.

Location: London, England, United Kingdom.

See also: Technical Manager roles available in London and surrounding areas.